フリクションレスな顧客ジャーニーへの道を切り開くテクノロジー

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2021/04/11
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Wealth Management Roundtable Reflections

Abstract

Celent hosted its 15th annual Innovation & Insight Week (I&I Week) and its fourth annual Model Wealth Manager Awards (Model WM Awards) program on March 9–11, 2021. As part of I&I Week, Celent Wealth Management conducted an exclusive, interactive session between senior innovation leaders and decision-makers at leading global financial institutions. The session’s findings, in conjunction with Celent’s research, were woven together to create this report. Topics focused on Celent’s research on the wealth management client journey.

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Insight details

分野
ウェルスマネジメント
Subscription(s) required to access this Insight:
証券, ウェルス&アセットマネジメント
種類
レポート
拠点
欧州/中東/アフリカ, 北米